Tax Strategies for Seniors
Good things come to those who wait. Older taxpayers may be entitled to some age-based tax breaks.
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Bob provides tax compliance and planning strategies to businesses and individuals, concentrating on issues related to gift and estate planning, trust administration, individual taxation, and wealth preservation.
EDUCATION
Niagara University, Bachelor of Business Administration, Accounting, Magna Cum Laude
PROFESSIONAL
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Financial Planning Counselors of Western New York, Board Member
Estate Analysts of Western New York, Member
COMMUNITY
Mount St. Mary's Hospital Foundation, Lewiston, NY, Treasurer
Mount St. Mary's Hospital Board of Associates, Board Member and Immediate Past Chairman
Community Foundation for Greater Buffalo, Professional Advisor Council
Association for a Buffalo Presidential Center, former Board Member
Niagara University, Alumni Association Western New York Chapter Leader
PUCCS Charitable Fund, former Board Member
